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141 hedge funds and large institutions have $30.9M invested in Stem in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $19.9M → $30.9M (+$11.1M)

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.17% less ownership

Funds ownership: 1.75%1.57% (-0.17%)

5% less funds holding

Funds holding: 149141 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
37
Reduced
36
Closed
31
Calls
$830K
Puts
$670K
Net Calls
+$160K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$203K +$145K +16,795 New
HighTower Advisors
27
HighTower Advisors
Illinois
$202K -$2.41K -280 -2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$179K
XT
29
XTX Topco
Cayman Islands
$173K +$98.9K +11,487 +403%
Invesco
30
Invesco
Georgia
$166K +$1.97K +229 +2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$148K +$60.2K +6,994 +133%
Skandinaviska Enskilda Banken (SEB)
32
Skandinaviska Enskilda Banken (SEB)
Sweden
$142K -$33.3K -3,872 -29%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$140K +$1.5K +174 +2%
Barclays
34
Barclays
United Kingdom
$140K -$1.12K -130 -1%
SA
35
Sanctuary Advisors
Indiana
$131K -$17 -2 -0%
Two Sigma Investments
36
Two Sigma Investments
New York
$125K -$196K -22,817 -69%
Nomura Holdings
37
Nomura Holdings
Japan
$111K +$17 +2 +0%
Bank of America
38
Bank of America
North Carolina
$111K +$16K +1,856 +25%
Jane Street
39
Jane Street
New York
$108K -$184K -21,378 -70%
VPIM
40
Vanguard Personalized Indexing Management
California
$82.9K +$41.2K +4,781 +228%
ECP
41
Electron Capital Partners
New York
$79K +$1.92K +223 +4%
SI
42
SCP Investment
California
$77.6K -$104K -12,110 -65%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$73.2K +$44.5K +5,163 +570%
LCS
44
Levin Capital Strategies
New York
$60.3K -$136K -15,750 -76%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$56.2K +$181 +21 +0.5%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$55.2K
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$52.6K +$3.23K +375 +9%
CF
48
Corebridge Financial
Texas
$45.5K -$2.45K -285 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$43.3K +$2.22K +258 +8%
MCC
50
Money Concepts Capital
Florida
$42.2K

STEM Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stem (STEM) for Q4 2024, worth a combined $30.9M — up 56% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STEM and 26 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $1.81M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $909K sold.

  • 141 institutional investors held Stem (STEM) as of Q4 2024, down from 149 in Q3 2024.
  • Funds reported $30.9M of Stem stock for Q4 2024, up 56% quarter-over-quarter.
  • 26 funds opened new Stem positions in Q4 2024 and 31 closed out, a net change of -5 holders.
  • The largest Stem buyer in Q4 2024 was UBS Group, an estimated $1.81M added.
  • The largest Stem seller in Q4 2024 was ExodusPoint Capital Management, an estimated $909K sold.

Based on aggregated 13F filings for Q4 2024.